Family Business Succession Planning [On-Demand Webinar]
If you own a closely held business, the past two years may have changed or even accelerated your plans for the eventual transfer of your business and your timing for partial or complete retirement. If you have considered selling or transferring your business to key employees, partners, family members or outsiders, you won’t want to miss this webinar.
About Savant Wealth Management
Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.
Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.
How can you know if your plan is doing all it should for your company or for your retirement? Savant’s Director of Retirement Plan Services, Patricia L. Hutchinson, outlines the attributes of the “ideal” plan for your company.
A 401(k) plan helps attract and retain dedicated employees while also building a secure retirement. As a sponsor, paying close attention to plan details, particularly the fees, is important. In this article, we discuss why fees matter for employer-sponsored plans.